By Workflow

Patient Screening Questionnaires

Automate clinical screening with validated questionnaires

Clinical screening questionnaires are essential for evidence-based care, but administering and scoring them manually is inefficient and prone to errors. From depression screening (PHQ-9) and anxiety assessment (GAD-7) to pain scales and substance use screening, these validated instruments need to be delivered consistently, scored accurately, and reviewed promptly. Formisoft automates the entire screening workflow from delivery to scoring to provider notification.

Get started Talk to sales

Formisoft includes pre-built templates for widely used screening instruments, and you can create custom questionnaires for any clinical purpose. Screening forms are delivered as part of the pre-visit intake workflow or as standalone assessments, depending on your protocol. When a patient completes a screening questionnaire, the system calculates the score automatically using the validated scoring methodology and categorizes the result by severity level.

The real power of automated screening is in the follow-up actions. When a patient scores above a configured threshold — indicating moderate or severe depression, high suicide risk, or significant substance use — Formisoft can immediately alert the provider, flag the patient record, and trigger additional assessment forms. This ensures that high-risk patients receive prompt attention without relying on staff to manually calculate and interpret scores. For practices that need to document screening compliance for quality measures or insurance requirements, Formisoft provides complete records of screening frequency, scores, and trends over time.

How it works

Step 1 of 4

Screening assigned to visit

Based on visit type, patient demographics, or clinical protocol, appropriate screening forms are automatically assigned

Step 2 of 4

Patient completes questionnaire

Validated screening instruments are presented in an easy-to-complete digital format before or during the visit

Step 3 of 4

Automatic scoring and categorization

Responses are scored using validated methodology and results are categorized by severity level

Step 4 of 4

Provider alerted for high-risk scores

Scores above configured thresholds trigger immediate alerts to the provider for follow-up action

Key features

Everything you need for patient screening questionnaires, built into the platform.

Validated Screening Templates

Pre-built PHQ-9, GAD-7, and other validated instruments ready to deploy with accurate automated scoring.

Automatic Score Calculation

Screening responses are scored instantly using validated methodology — no manual calculation required.

Threshold-Based Alerts

Configure score thresholds that trigger immediate provider notifications for patients who need urgent attention.

Custom Questionnaire Builder

Create custom screening instruments with any question types, scoring logic, and categorization rules.

Longitudinal Tracking

Track screening scores over time to monitor treatment progress and identify trends in patient outcomes.

Quality Measure Documentation

Maintain complete records of screening frequency and results for quality measure compliance and reporting.

Protocol-Based Delivery

Configure screening protocols by visit type, patient age, diagnosis, or frequency to ensure consistent clinical care.

Expected results

100%

Screening protocol compliance

Instant

Automated score calculation

Faster risk identification

Ideal for

Mental health practices

Primary care clinics

Behavioral health centers

Pediatric practices

Substance use treatment facilities

Recommended templates

Start with a pre-built template and customize it for your practice.

Phq9 Depression Screening Gad7 Anxiety Screening Substance Use Screening Behavioral Health Intake Mental Health Intake

Frequently asked questions

Which validated screening instruments does Formisoft include?

Formisoft includes pre-built templates for PHQ-9 (depression), GAD-7 (anxiety), and substance use screening questionnaires. Each template uses the validated question format and scoring methodology. You can also create custom screening instruments using the form builder with any scoring logic you need.

How does automatic scoring work?

When a patient submits a screening questionnaire, Formisoft calculates the total score using the validated scoring algorithm for that instrument. The result is categorized by severity level (e.g., minimal, mild, moderate, severe for PHQ-9) and stored with the patient record. Staff and providers see the score and category immediately.

Can providers be alerted for high-risk scores?

Yes. You configure score thresholds for each screening instrument. When a patient's score exceeds the threshold, Formisoft sends an immediate notification to the assigned provider. For critical items like suicide risk questions, individual response-level alerts can be configured regardless of total score.

Can we track scores over time?

Formisoft stores all screening results with dates, enabling longitudinal tracking. Providers can view a patient's score history to assess treatment progress and identify trends. This is valuable for documenting treatment efficacy and adjusting care plans based on objective measures.

How do we ensure screenings happen at the right frequency?

You can configure screening protocols that define which instruments are administered based on visit type, patient age, diagnosis, or time since last screening. Formisoft automatically includes the appropriate screenings in the intake workflow, ensuring consistent compliance with your clinical protocols.

Workflow

Ready to streamline your intake?

Start with a template, customize with the AI builder, and go live today. Every feature is already built into Formisoft.